Criterion standards define common processes, data and technical details.

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2.0

Commission (EDIFACT)

1.0.1

Commission Transfer (XML)

1.0

Contract Enquiry Bulk Transaction History

1.1

Contract Enquiry Bulk Valuations

1.0

Contract Enquiry Transaction History Wrap

1.4

Contract Enquiry Wrap Valuation

1.0 Draft A

Group Risk Quotes - Group Life Assurance

4.0

Legal Framework

2.0

Legal Framework Adviser Not Present

1.0 Draft A

LoA Data Checklist

1.0

Maintain Contract Summary Details

1.1

Maintain Group Risk Mid Term Accounting Validation

3.2

Maintain Personal Fact Find

1.0

Money Laundering

2.2

New Business Tracking

3.1

Occupation Codes List

1.0 Draft A

Platform Account Opening

1.0 Draft Final

Provide Advice Charges

1.0 Draft Final

Provide Asset Holdings

1.4

Provide Contract Valuation